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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,623 | $127,790-93.3% | $106,555-91.9% | $167,536-94.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.96% | 33.88%-20.9pp | 26.80%-13.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,842 | $3,428-46.3% | $2,819-34.7% | $4,839-61.9% |
| Participant deferral / active EE | $2,589 | $5,088-49.1% | $4,399-41.1% | $6,342-59.2% |
| Admin fee / account holder | $590 | $11,229-94.7% | $7,408-92.0% | $12,315-95.2% |